Wisdomtree New Economy RealWTREETF
13F holders, Q1 2026 (March 31)15holders −1
3new positions
4sold out
$21.66avg. 13F price*
At the end of Q1 2026, 15 institutions reported holding Wisdomtree New Economy Real (WTRE) in their 13F filings, down 1 from Q4 2025. 3 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($869K), Bank of America Corp. ($633K) and Jane Street Group, LLC ($467K).
- Company
- Wisdomtree New Economy Real
- CUSIP
- 97717W331
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $865K |
| Exits | 4 | $803K |
All 13F filers, Q4 2025 → Q1 2026: 59,184 shares bought and 43,392 shares sold, net +15,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| LPL Financial LLC | 0.00% | Add +89.1% | 40,146 | $869K |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 29,230 | $633K |
| Jane Street Group, LLC | 0.00% | New | 21,560 | $467K |
| Raymond James Financial Inc. | 0.00% | New | 18,314 | $397K |
| AE Wealth Management LLC | 0.00% | Reduce -6.3% | 13,754 | $298K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,800 | $126K |
| Morgan Stanley | 0.00% | Add +14.6% | 2,724 | $59K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.9% | 1,400 | $30K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,098 | $24K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -15.1% | 1,081 | $23K |
| Cwm, LLC | 0.00% | No change | 387 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 51 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $21 |
"% of holder's portfolio" is WTRE's weight in each manager's 13F, not the share of Wisdomtree New Economy Real the manager owns.